Purchases and Sales Made in Q4 2024 in Ishares Tr Core Growth Allocat (AOR)
This table provides information about the institutional ownership of Ishares Tr Core Growth Allocat (AOR) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR CORE GROWTH ALLOCAT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.21K+ 27.51% |
$528K - $549K
|
42.7K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.16KNew |
$468K - $487K
|
8.16K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.86K+ 4.56% |
$451K - $469K
|
180K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.68K+ 8.9% |
$440K - $458K
|
94K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.5KNew |
$372K - $388K
|
6.5K
$387K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.38KNew |
$366K - $381K
|
6.38K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.25K+ 39.37% |
$358K - $373K
|
22.1K
$1.32M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$355K - $369K
|
6.19K
$369K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.11K+ 4.66% |
$350K - $365K
|
137K
$8.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
5.92K+ 2455.6% |
$339K - $353K
|
6.16K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.88K+ 1.78% |
$337K - $351K
|
336K
$20M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
5.69KNew |
$326K - $340K
|
5.69K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.5KNew |
$315K - $328K
|
5.5K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.88K+ 44.11% |
$280K - $291K
|
15.9K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.85KNew |
$278K - $290K
|
4.85K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
4.63K+ 18.64% |
$266K - $276K
|
29.5K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.59KNew |
$263K - $274K
|
4.59K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4.58KNew |
$263K - $273K
|
4.58K
$273K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.55KNew |
$261K - $271K
|
4.55K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
4.4KNew |
$252K - $263K
|
4.4K
$262K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.33KNew |
$248K - $258K
|
4.33K
$258K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.26KNew |
$244K - $254K
|
4.26K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
4.11KNew |
$236K - $245K
|
4.11K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.9KNew |
$224K - $233K
|
3.9K
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.84K+ 36.51% |
$220K - $229K
|
14.4K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.82K+ 65.62% |
$219K - $228K
|
9.65K
$575K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.62KNew |
$208K - $216K
|
3.62K
$216K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
3.58KNew |
$205K - $214K
|
3.58K
$213K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.56K+ 11.6% |
$204K - $212K
|
34.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
3.56KNew |
$204K - $212K
|
3.56K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.22K+ 19.35% |
$184K - $192K
|
19.8K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.19K+ 185.21% |
$183K - $190K
|
4.92K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.15K+ 6.93% |
$180K - $188K
|
48.6K
$2.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.93K+ 18.5% |
$168K - $175K
|
18.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.78K+ 3.85% |
$159K - $166K
|
74.9K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.55K+ 46.53% |
$146K - $152K
|
8.02K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.45K+ 13.32% |
$140K - $146K
|
20.8K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.44K+ 22.79% |
$140K - $145K
|
13.1K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 1010.68% |
$136K - $141K
|
2.6K
$155K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.33K+ 5.75% |
$134K - $139K
|
42.9K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.08K+ 22.06% |
$119K - $124K
|
11.5K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2K+ 8.77% |
$114K - $119K
|
24.8K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.95K+ 14.21% |
$112K - $116K
|
15.6K
$932K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.94K+ 1.87% |
$111K - $116K
|
106K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.94KNew |
$111K - $115K
|
1.94K
$115K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.9K+ 15.77% |
$109K - $113K
|
14K
$832K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.89K+ 2.74% |
$108K - $112K
|
70.7K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.84K+ 3.07% |
$105K - $110K
|
61.7K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.77K+ 1.57% |
$101K - $105K
|
114K
$6.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.68K+ 2.28% |
$96K - $99.9K
|
75.1K
$4.47M
|